Axxcess Wealth Management, LLC Dimensional ETF Tr Transaction History
Axxcess Wealth Management, LLC
- $4.06 Billion
- Q2 2025
A detailed history of Axxcess Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 85,278 shares of DFAX stock, worth $2.68 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
85,278
Previous 95,823
11.0%
Holding current value
$2.68 Million
Previous $2.51 Million
0.24%
% of portfolio
0.06%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
658Shares Held
255MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$353 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.02MShares$252 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$240 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$220 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$198 Million0.92% of portfolio